VanWeelden Wealth Management, LLC holds a concentrated book of 19 stocks worth $134.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened MRP Synthequity ETF and trimmed Goldman Sachs Access Treasur. Their largest long position is MRP Synthequity ETF at 17% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as VanWeelden Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 34 / 19 | $13.7B |
| HARBOUR INVESTMENTS, INC. | 33 / 19 | $311.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 31 / 19 | $5.5B |
| OSAIC HOLDINGS, INC. | 31 / 19 | $5.4B |
| Farther Finance Advisors, LLC | 29 / 19 | $807.2M |
| Cetera Investment Advisers | 28 / 19 | $5.4B |
| Kestra Advisory Services, LLC | 28 / 19 | $2.3B |
| AE Wealth Management LLC | 28 / 19 | $1.9B |
Ranked by the share of each fund's own book sitting in the names it shares with VanWeelden Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust III MRP SYNTHEQUITY | $23.4M | 788.3K | 17.4% | ▲New New position | |
| 2 | Innovator Etfs Trust QUITY MANAGD FLR | $21.8M | 564.6K | 16.2% | ▲+248% Added · +402K sh | |
| 3 | Innovator Etfs Trust INTL MAN FLO ETF | $18.5M | 348.4K | 13.7% | ▲+206% Added · +235K sh | |
| 4 | Innovator Etfs Trust NASDAQ 100 MANA | $17.1M | 468.8K | 12.7% | ▲+173% Added · +297K sh | |
| 5 | RBB FD Inc F/M US TREASURY | $12.7M | 254.4K | 9.4% | ▲37× Added · +247K sh | |
| 6 | Innovator Etfs Trust US SMALL CAP MNG | $9.6M | 292.9K | 7.1% | ▲+45% Added · +91K sh | |
| 7 | Ishares TR TRUST ISHARE 0-1 | $8.7M | 78.7K | 6.5% | ▲+5.4% Added · +4K sh | |
| 8 | Ishares TR 0-3 MTH TREASURY | $8.4M | 83.6K | 6.3% | ▲+2.5% Added · +2K sh | |
| 9 | Goldman Sachs ETF TR ACCES TREASURY | $8.3M | 83.1K | 6.2% | ▼−2.4% Reduced · −2K sh | |
| 10 | Sprott Asset Management LP PHYSICAL GOLD TR | $1.8M | 59.1K | 1.3% | ▲+10% Added · +5K sh | |
| 11 | Procter & Gamble Co COM | $1.4M | 9.4K | 1.0% | ▼−6.0% Reduced · −598 sh | |
| 12 | Sprott Asset Management LP PHYSICAL SILVER | $739K | 39.2K | 0.5% | ▲+36% Added · +10K sh | |
| 13 | Microsoft Corp COM | $620K | 1.7K | 0.5% | ▲+1.1% Added · +18 sh | |
| 14 | Coca Cola Co COM | $329K | 4.0K | 0.2% | ▲+0.3% Added · +12 sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $284K | 567 | 0.2% | ▲New New position | |
| 16 | Apple Inc COM | $257K | 888 | 0.2% | ▼−48% Reduced · −825 sh | |
| 17 | Global Net Lease Inc COM NEW | $252K | 28.1K | 0.2% | ▼−4.1% Reduced · −1K sh | |
| 18 | Alphabet Inc CAP STK CL A | $214K | 600 | 0.2% | ▲New New position | |
| 19 | Cintas Corp COM | $204K | 1.2K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1740451/holdings"
Use Arkolith to show VanWeelden Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.